Winnebago Industries (WGO)

• Market cap: $938M
• 1 day: -0.12%
• 5 days: -4.51%
• 1 month: -2.22%
• 3 months: 4.46%
• 6 months: -6.48%
• Year to date: -30.51%
• 1 year: -41.22%
• 5 years: -29.85%
• 10 years: 61.88%
• Sector: Consumer Discretionary
• Industry: Recreational Vehicles

About: Winnebago Industries manufactures Class A, B, and C motor homes along with towables, customized specialty vehicles, boats, and parts. Headquartered in Eden Prairie, Minnesota, Winnebago has been producing recreational vehicles since 1958. Revenue was nearly $3 billion in fiscal 2024. Winnebago expanded into towables in 2011 with the acquisition of SunnyBrook and acquired Grand Design in November 2016. Towables made up 83% of the firm's RV unit volume, up from 31% in fiscal 2016. The company's total RV unit volume was 38,796 in fiscal 2024. Winnebago expanded into boating in 2018 with the purchase of Chris-Craft, bought premium motor home maker Newmar in November 2019, and bought Barletta pontoon boats in August 2021. It also is developing electric and autonomous technology.

Employees: 5,700

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

15% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 84

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

1% less funds holding

Funds holding: 256 [Q1] → 253 (-3) [Q2]

3.74% less ownership

Funds ownership: 108.42% [Q1] → 104.69% (-3.74%) [Q2]

20% less capital invested

Capital invested by funds: $1.06B [Q1] → $851M (-$211M) [Q2]

50% less call options, than puts

Call options by funds: $19.6M | Put options by funds: $39.3M

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $30
• Avg. target: $37
• High target: $42

7 analyst ratings

• positive: 5 71%
• neutral: 2 29%
• negative: 0 0%

Citigroup James Hardiman	$41	Buy Maintained	12 Sep 2025
Benchmark Michael Albanese	$42	Buy Maintained	30 Jun 2025
Roth Capital Scott Stember	$30	Neutral Maintained	26 Jun 2025
BMO Capital Tristan Thomas-Martin	$42	Outperform Maintained	26 Jun 2025
Truist Securities Michael Swartz	$36	Buy Maintained	26 Jun 2025